Industry veterans Nancy McCoy and Brooke Cozort take on significant roles
BOSTON (June 22, 2020) – Group RHI, a national retirement services firm, today announced the appointment of two senior executives. Nancy McCoy has been named General Manager and Director of Integration, and Brooke Cozort, ERISA Attorney, leads the Company’s in-house legal team.
A proven manager and retirement expert, McCoy brings a wealth of experience to Group RHI. In addition to running her own TPA for over 13 years, she held positions of significant responsibility with national firms including Empower, United Retirement Plan Consultants and Investrust. Ms. McCoy manages the transition of newly acquired firms into Group RHI while leading the growth of the Company’s West region. Ms. McCoy is based in the Tacoma, Washington, regional headquarters.
Cozort serves as the Company’s chief ERISA Attorney and leads the Legal and Documents team. An ERISA specialist, Cozort pivoted to the legal profession after 14 years as TPA partner and manager. She joins Group RHI after stints at global consulting firm Alvarez and Marsal and the benefits practice of Sherman & Howard. Cozort is a member of the Colorado State Bar Association and is a Certified Pension Consultant, Qualified Pension Administrator and Qualified 401(k) Administrator.
“Group RHI’s growth and vision have attracted accomplished leaders in the retirement industry”, said Tom Gaillard, CEO of Group RHI. “Nancy and Brooke will make a positive impact with our clients and partners.”
“I’m excited to be a part of what Group RHI is building, and it’s an honor to work with this talented team of retirement professionals across the country. I’m thrilled to be working with our clients and financial advisors across the West and helping raise the bar in retirement plan service”, said McCoy.
Cozort agreed, saying, “This is an incredibly interesting time in the retirement industry, with the SECURE Act and CARES Act as the most recent examples of the changes sweeping our landscape. It’s wonderful to be able to help so many advisors and clients navigate the regulations to achieve their retirement goals.”
About Group RHI
Group RHI is a leading national retirement services company that delivers 401(K) plan design, compliance, pension services and actuarial consulting. Employers and advisors turn to Group RHI for expert advice and creative solutions to their retirement plan needs.
NOTE: Group RHI announced a name change to Definiti effective September 8th, 2020.
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